Consulting and Strategic Advisory Services

SandsPoint offers comprehensive services on a global basis to help support and develop private equity firms, private equity portfolio companies, investment management businesses and corporate clients that are in the start-up phase, the high growth phase or wind down mode. Our clients are able to leverage their existing model by partnering with our experienced professionals who have been through each one of these business cycles successfully. We have often found our consulting or strategic advisory clients look to integrate our outsourced services into their future state operating model.

At SandsPoint, we provide strategy and leadership, interim management, financial and operational expertise to solve our client’s needs. We partner with the best and the brightest to bring meaningful resolutions to the project at hand. Our experience has confirmed that having the right team, in the right positions, at the right time, is critical to managing a successful platform.

We have strategically advised various boards and senior personnel on how to implement successful operations for management, investors, portfolio companies and fund administrators. Our objective is to continue to support our partners wherever they have needs.

Our detailed Consulting and Strategic Advisory services offering:

Private Equity Consulting

  • Complex fund structure setup
    • Review fund documents (Limited Partnership Agreements, Side Letter Agreements, structure chart) and plan operational and/or system setup
    • Create complex calculations
    • Waterfall, management fee and distribution calculation modeling
    • Determine reporting needs at all levels/in all areas and create reporting
  • Processes/procedures and SSAE 18
    • Risk assessment across current state operating platform
    • Implementation of efficiencies and process improvements
    • Create new processes or refine old processes for proper documentation
    • Identify controls in process and assist with implementation and testing of controls
  • Technology system selection
    • Assessment and recommendations
    • Implementation of software and technology solutions
  • Fund administration as advisor to client
    • Current to future state study and recommendations
    • Staging an outsourcing implementation
    • Redesign and re-onboard existing third party administrator
  • Contract work
    • SandsPoint employee performs roles/responsibilities of employee for a contracted period (e.g. employee on leave of absence)
    • Historical reconciliations and re-calculations
    • Project senior management and coordination for multi-party initiatives
    • Work performed at SandsPoint offices with remote-connect into client systems

Business Process Consulting

  • Current to future state process flow modeling for restructuring or efficiency analysis and recommendations
  • Assessment of client’s existing third party providers and recommendations for more efficient operational models, policies, procedures and controls
  • Staging and advising on new fund business setup

Technology Project Consulting

  • Ledger software implementation and new fund set up
  • Ledger software conversion from any source – e.g. excel, another system, fund administrator, etc.
  • Assessment of existing ledger software setup, present recommendations and re-onboard to meet client needs
  • System upgrades – test system capabilities, review and reconcile results before/after upgrade
  • Reporting – configure hierarchies; set up reporting needs; OLE-DB Reporting packages
  • Training for employees – relevant topic training sessions; on the job training